States of flux: How to juggle between government bonds and equities in unprecedented times

Deep Dive into fixed income

clock • 4 min read
Keith Balmer of BMO Global Asset Management

Keith Balmer of BMO Global Asset Management

The role of fixed income in a multi-asset portfolio is being challenged in current markets. Typically, high quality bonds such as government debt have been a perfect foil to equity holdings in a multi-asset portfolio.

Correlations between equity and fixed income are not constant through time and fluctuate between positive and negative depending on the timeframe. For example, the rolling 12-month correlation between...

To continue reading this article...

Join Investment week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Funds